Processing a partial refund is almost identical to processing a full refund with one exception, removing items not included in the refund. The first three steps in this article are the same as a full refund, step 4 four is different.
1. Open the original Invoice or Repair Order
2. Click Tools - Copy - Refund Invoice / Return RO
NOTE: A new Invoice / Repair Order will be generated, showing the totals as a negative, in parenthesis.
4. Remove the parts / service not included in the refund (Right-click in the part box and select "Remove Part" or "Remove Part Kit", and / or adjust the number of items being returned in the Qty Field. Remove the Service Items not included in the return on a Repair Order.)
5. Continue based on the type of payment
- Cash or Check Refund: Click the Cash Out Button and close the Invoice.
- Credit Card Refund: Right-click the payment line and select process credit card, click the "Process Refund of $____" Button, before clicking the Cash Out Button.
IMPORTANT: Refunds on a credit card will be refunded to the original card used. If the original card is no longer available, the refund will need to be given in cash.
Related Articles:
Create / Close a Parts Invoice
Accepting / Refunding a Deposit on Invoices / Repair Orders
Accepting / Refunding Credit / Debit Card Transactions on an Invoice or Repair Order
Entering a Refund Deposit in the End Of Day
I can't find my refund in QuickBooks